Frequently Asked Questions

  • Our website is a landing site to help educate clients and potential clients on 1031 Like-Kind Exchanges and passive ownership investments. If visitors to the website are Accredited Investors (SEC Accredited Investor Definition), they are able to sign up (after we call to verify their Accredited Investor status) and enter into the accredited investor portal to see what types of passive ownership investment properties are available when completing a 1031 exchange.
  • No, creating an account on Private Capital HQ is free. The only obligation is that you are an accredited investor (SEC Accredited Investor Definition) and we will verify this with a call. Once approved, you will be allowed to begin browsing passive ownership investment properties at your own convenience.
  • • We understand and respect the fact that your 1031 Like-Kind Exchange is an important but stressful financial decision and we have the resources, experience and investing efficiency to be there for you throughout the process. Please feel free to reach out to either by phone (781) 235 – 4417 or email (
  • No. Our firm works with your team– your qualified intermediary, attorney, accountant, etc. in coordinating your exchange. The qualified intermediary is the person/firm that will be holding the funds (the seller cannot take constructive receipt). When you’re ready to complete your exchange, you and your team review your closing statement and you authorize your qualified intermediary to transfer your 1031 funds directly to the title company where the closing takes place.
  • Yes, we are a full-service wealth management firm that can handle all aspects of a client’s wealth management needs. Some advisors do not help with the real estate component of their clients’ investments. We are able to help with wealth management, estate planning, financial planning, insurance, real estate and college planning.
  • • Anyone can view our general site. However if you want to see any replacement properties you will need to be an Accredited Investor (SEC Accredited Investor Definition). An Accredited Investor includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

ACCREDITED ENTITY – A private business development company or an organization with assets exceeding $5 million.